Finance
Know your numbers
Revenue, expenses, and cash flow in one dashboard built for agencies. See profitability per client and per project.
Finance
Your agency's money at a glance
Income · August
$8,450
Expenses this month
$1,845
Net this month
$6,605
All-time balance
$17,875
Monthly income vs expense
USDExpense breakdown
Total · August: $1,845
Recent transactions
Invoice INV-0041 payment · Northwind Co
Aug 28
Invoice INV-0040 payment · Studio North
Aug 12
Contractor payout · Motion graphics
Aug 8
Figma team subscription
Aug 5
Most profitable clients
Based on income linked to clients
Money in & out
Cash flow without spreadsheets
Cash-flow overview
Money in, money out, and what is coming. One screen instead of five exports.
- Income vs expenses
- Cash-flow timeline
- Overdue totals
- Monthly summary
Expenses
Log expenses against clients and projects. Know the real cost of every job.
- Expense logging
- Categories
- Attach receipts
- Recurring expenses
Insight & reporting
Know what actually makes money
Profitability
Compare revenue against tracked time and expenses per client and per project.
- Per-client profit
- Per-project margin
- Team cost breakdown
- Trends
Reports & export
Clean summaries you can hand to your accountant without cleanup work.
- P&L summary
- Tax categories
- CSV export
- Fiscal-year view
Consolidate your stack.
Finance replaces standalone tools. Here is what your agency can drop.
QuickBooks reports
Accounting
Replaced by Agencly Finance
Spreadsheets
Bookkeeping
Replaced by Agencly Finance
FreshBooks reports
Accounting
Replaced by Agencly Finance
Part of the whole.
Because Finance lives in the same workspace as everything else, the data connects itself. No context-switching.
Invoices
Paid invoices feed revenue automatically
Tracker
Tracked time becomes labor cost insight
Projects
See profit per project
Ready to run finance in Agencly?
Start a free workspace and see how Finance fits your agency. No credit card, no commitment.